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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Townsend Financial Planning
8301
Townsend Financial Planning
Kentucky
$100M – – 0.98% – 26 – 0
Unified Investment Management
8302
Unified Investment Management
Georgia
$100M -$366K -0.4% 1.14% – 142 7.75% 0.8
Entelevest
8303
Entelevest
Florida
$100M – – 2.59% – 143 – 0
Michelson Medical Research Foundation
8304
Michelson Medical Research Foundation
California
$100M -$15.2M -13% 2.88% 52.2% 22 18.18% 1.9
Shelter Rock Management
8305
Shelter Rock Management
New York
$100M – – 1.17% – 42 – 0
Barnes Dennig Private Wealth Management
8306
Barnes Dennig Private Wealth Management
Ohio
$100M +$6.51M +7% 9.69% – 350 25.71% 0.5
PBK
8307
Peoples Bank (Kansas)
Kansas
$99.5M -$1.21M -1% 2.6% 74.5% 102 8.82% 2
Seven Six Capital Management
8308
Seven Six Capital Management
New York
$99.4M -$2.07M -2% 2.6% – 28 17.86% 0.8
BV
8309
Boxwood Ventures
Illinois
$99.4M +$9.6M +11% 3.59% 88% 34 8.82% 2.4
Jefferson Bridge Capital
8310
Jefferson Bridge Capital
Tennessee
$99.3M – – 3.23% – 54 – 0
Hicks Capital Management
8311
Hicks Capital Management
Ohio
$99.3M +$38.1M +62% 1.72% – 34 20.59% 0.4
V.M. Manning & Co
8312
V.M. Manning & Co
South Carolina
$99.1M -$10.6M -10% 3.4% – 58 17.24% 0.4
Sulzberger Capital Advisors
8313
Sulzberger Capital Advisors
Florida
$99M +$9.36M +10% 2.53% – 57 19.3% 0.8
RCW Management
8314
RCW Management
Florida
$99M – – 2.2% – 66 – 0
Burkett Asset Management
8315
Burkett Asset Management
$98.9M – – 4.93% – 58 – 0
RFL
8316
RD Finance Ltd
Cyprus
$98.9M +$5.56M +6% 5.44% – 28 57.14% 0.3
Lionsbridge Wealth Management
8317
Lionsbridge Wealth Management
Florida
$98.8M -$2.66M -3% 1.38% 65.5% 58 3.45% 2
Box Hill Private Wealth
8318
Box Hill Private Wealth
Arizona
$98.8M – – 2.74% – 55 – 0
Helium Advisors
8319
Helium Advisors
Washington
$98.7M -$21M -18% 1.22% – 97 23.71% 0.9
Triad Investment Management
8320
Triad Investment Management
California
$98.7M – – 7.12% – 36 – 3.6
Apex Wealth Management
8321
Apex Wealth Management
New Hampshire
$98.5M -$41.4M -30% 1.92% – 62 24.19% 0.8
Whitford Management
8322
Whitford Management
New York
$98.5M -$1.09M -1% 0.19% 76.2% 32 62.5% 0.6
Inkwell Capital
8323
Inkwell Capital
Florida
$98.4M +$381K +0.4% 4.53% – 29 0% 0.9
Sensenig Capital Advisors
8324
Sensenig Capital Advisors
Pennsylvania
$98.4M – – 2.53% – 33 – 0
Willow Financial
8325
Willow Financial
Arkansas
$98.4M – – 0.95% – 40 – 0